Why Nvidia maintains its moat and Gemini won’t kill OpenAI - SiliconANGLE

This article from SiliconANGLE discusses why Nvidia maintains its market advantage and why Gemini is unlikely to disrupt OpenAI. It argues that despite the hype around Tensor Processing Units (TPUs) and Gemini, Nvidia's upcoming GB300 and Rubin chips will reinforce its position due to their design for high bandwidth and scale. The article also contends that Google faces an innovator's dilemma in transitioning from its search-based advertising model to an AI-native experience without disrupting its profitable search engine model. It concludes that while model quality is important, the real battle is over the software and services around the models, with OpenAI currently leading in platform execution and enterprise adoption.